For distributors, managing customer relationships isn’t just about tracking emails or logging calls—it’s about building a system that reflects the complex nature of B2B sales cycles. With long lead times, high-value accounts, and multiple stakeholders involved in each transaction, distributors need a CRM that does more than just store contact information. They need one that’s seamlessly embedded within their operations. That’s exactly what 10X ERP delivers.
A CRM Built for Distribution
Unlike stand-alone CRM systems often siloed from core business operations, 10X ERP’s CRM functionality is fully integrated into your ERP environment. This unified approach gives your team real-time access to everything from contact histories to quote stages—all in one platform. It eliminates duplicate data entry, reduces miscommunication, and ensures that your entire team is on the same page from lead generation to post-sale support.
Unlimited Contacts, Unlimited Potential
With 10X ERP, there are no limits to how many people you can keep track of. Whether you’re working with customers, vendors, consultants, or prospects, every individual you interact with can be entered into the system as a Contact.
Each Contact is tied to a broader business context. For instance, a Contact may be a purchasing manager at a customer company, a rep at a vendor, or a freelance consultant. You can also link Contacts to Customers, Vendors, or Leads—or leave them free-standing when that makes more sense. This flexibility lets you map your real-world business relationships with precision.
What sets 10X ERP apart is the ability to log activities against any Contact. From meetings and phone calls to emails and follow-ups, every interaction can be recorded and referenced later. This creates a living record of engagement that helps sales, customer service, and operations teams align their efforts and stay informed.
Tracking Opportunities from First Contact to Closed Deal
Managing the sales pipeline is essential for growth, and 10X ERP makes it simple with robust Opportunity tracking. Sales teams can define each Opportunity by assigning a budget, setting a stage (e.g., prospecting, quoting, negotiation), and linking related activities, documents, and quotes.
This feature gives managers and reps a clear view of the pipeline at any given moment. You can quickly see which deals are moving forward, which are stalled, and where to prioritize follow-up. And because Opportunities are fully integrated with quoting and document management, your team can work more efficiently without bouncing between platforms.
Opportunities also help sales teams stay accountable and consistent in their approach. Having a clear workflow tied to stages allows for more accurate forecasting and better visibility into future revenue potential.
From Lead to Customer in One Click
Generating new business is vital, but many CRMs make lead management feel like a separate process from everything else. With 10X ERP, Leads are part of the same ecosystem as your customers, inventory, and sales orders. That means no disjointed workflows or time wasted on manual entry.
Track the source, industry, contact info, and status of every prospective customer. Log all interactions—from introductory calls to product demos. And when a lead is ready to move forward? Simply convert them to a customer with a single click. The system carries over all their data, including contacts and logged activities, so you maintain continuity and avoid re-entry errors.
This seamless transition from prospect to customer helps accelerate the sales cycle while maintaining the quality of your data.
Why CRM Inside Your ERP Makes All the Difference
Choosing 10X ERP’s integrated CRM means you’re not just managing relationships—you’re enhancing every part of your business. When your CRM lives inside your ERP, your sales, operations, and finance teams all share the same data in real time. That means fewer errors, faster handoffs, and better service across the board.
Whether you’re nurturing long-term accounts, tracking down new leads, or closing strategic deals, 10X ERP empowers your team with the tools they need to do it all—without the headaches of disconnected systems.
